Forte Capital LLC Utilities Sector Spdr Transaction History

Forte Capital LLC

$861 Million
Q2 2025

A detailed history of Forte Capital LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forte Capital LLC holds 143,092 shares of XLU stock, worth $12.7 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

143,092

Previous 120,056 19.19%

Holding current value

$12.7 Million

Previous $9.47 Million 23.43%

% of portfolio

1.36%

Previous 1.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$73.09 - $82.77 $1.68 Million - $1.91 Million	23,036 Added 19.19%	143,092 $11.7 Million
Q1 2025 May 02, 2025	SELL	$74.7 - $80.27 $209,907 - $225,558	-2,810 Reduced 2.29%	120,056 $9.47 Million
Q4 2024 Feb 03, 2025	BUY	$74.89 - $82.93 $201,903 - $223,579	2,696 Added 2.24%	122,866 $9.3 Million
Q3 2024 Oct 31, 2024	BUY	$67.67 - $80.78 $172,220 - $205,585	2,545 Added 2.16%	120,170 $9.71 Million
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $1.56 Million - $1.82 Million	24,916 Added 26.88%	117,625 $8.01 Million

Q1 2024 May 14, 2024	BUY	$59.95 - $65.65 $49,338 - $54,029	823 Added 0.9%	92,709 $6.09 Million
Q4 2023 Feb 06, 2024	BUY	$56.19 - $65.96 $5.16 Million - $6.06 Million	91,886 New	91,886 $5.82 Million

Others Institutions Holding XLU

# of Institutions

1,694

Shares Held

188M

Call Options Held

15.5M

Put Options Held

34.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Forte Capital LLC Utilities Sector Spdr Transaction History